Purchases and Sales Made in Q2 2024 in Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG) during Q2 2024. The information is specifically focused on institutions that hold shares of SUMITOMO MITSUI FINANCIAL GROUP, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
230New |
$2.55K - $3.08K
|
230
$3.57K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
220+ 1.02% |
$2.44K - $2.95K
|
21.9K
$339K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
200+ 5.81% |
$2.22K - $2.68K
|
3.64K
$56.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
200+ 1.23% |
$2.22K - $2.68K
|
16.5K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
196+ 2.85% |
$2.18K - $2.63K
|
7.07K
$110K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
195New |
$2.16K - $2.61K
|
195
$3.02K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
187New |
$2.08K - $2.51K
|
187
$2.9K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
176+ 153.04% |
$1.95K - $2.36K
|
291
$4.51K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
167New |
$1.85K - $2.24K
|
167
$2.59K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
153+ 0.92% |
$1.7K - $2.05K
|
16.9K
$262K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
147New |
$1.63K - $1.97K
|
147
$2.28K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
143+ 10.72% |
$1.59K - $1.92K
|
1.48K
$22.9K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
141New |
$1.57K - $1.89K
|
141
$2.19K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
139+ 14.26% |
$1.54K - $1.86K
|
1.11K
$17.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
125New |
$1.39K - $1.68K
|
125
$1.94K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
120+ 0.14% |
$1.33K - $1.61K
|
86.9K
$1.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
108+ 0.59% |
$1.2K - $1.45K
|
18.5K
$287K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 18.32% |
$1.11K - $1.34K
|
646
$10K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
99New |
$1.1K - $1.33K
|
99
$1.54K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
96+ 0.85% |
$1.07K - $1.29K
|
11.4K
$177K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
89+ 0.59% |
$988 - $1.19K
|
15.2K
$236K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
70+ 0.02% |
$777 - $939
|
295K
$4.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
58+ 0.1% |
$644 - $778
|
56.1K
$871K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
53+ 5.72% |
$588 - $711
|
980
$15.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
31+ 0.23% |
$344 - $416
|
13.3K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27+ 9.03% |
$300 - $362
|
326
$5.06K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
24+ 0.11% |
$266 - $322
|
21.4K
$332K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
23+ 0.92% |
$255 - $308
|
2.51K
$39K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
16New |
$178 - $215
|
16
$248
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1+ 0.0% |
$11.1 - $13.4
|
47.9K
$742K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1- 0.18% |
$11.1 - $13.4
|
561
$8.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 33.33% |
$11.1 - $13.4
|
2
$31
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-11- 2.16% |
$122 - $148
|
499
$7.74K
|
|
|
Aug 14, 2024
Q2 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-18- 0.05% |
$200 - $241
|
32.9K
$511K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-19- 0.05% |
$211 - $255
|
39.4K
$611K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-35- 10.48% |
$389 - $469
|
299
$4.64K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-51- 0.14% |
$566 - $684
|
37K
$573K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-60- 0.21% |
$666 - $805
|
28.3K
$439K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-75- 25.42% |
$833 - $1.01K
|
220
$3.41K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-82- 0.25% |
$910 - $1.1K
|
32.7K
$507K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-90- 5.18% |
$999 - $1.21K
|
1.65K
$25.5K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-119- 4.8% |
$1.32K - $1.6K
|
2.36K
$36.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-192- 1.1% |
$2.13K - $2.57K
|
17.3K
$268K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-192- 0.92% |
$2.13K - $2.57K
|
20.6K
$320K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-207- 0.42% |
$2.3K - $2.78K
|
48.6K
$753K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-214- 3.5% |
$2.38K - $2.87K
|
5.9K
$91.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-284- 11.15% |
$3.15K - $3.81K
|
2.26K
$35.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-320- 0.79% |
$3.55K - $4.29K
|
40.3K
$625K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-339- 0.54% |
$3.76K - $4.55K
|
62.9K
$976K
|